Numbers you actually use to run the business.
Monthly or quarterly management accounts that turn your data into clear, decision-ready insight.
Year-end accounts are too late to be useful.
By the time the statutory accounts reach you the year has closed and the trading decisions have all been taken, whereas what you need in order to run the business is a reliable view of how it's performing over the last month or two.
Management accounts with a senior adviser.
We prepare your monthly or quarterly figures and then talk you through them, pointing out what's improving, what's drifting and what we'd look at before the next pack.
- Profit and loss, balance sheet and cashflow
- Variance analysis against budget and prior year
- KPI tracking tailored to your business
- Board pack format where you need one
- A live review session with your adviser
What you can expect
Confident decisions
You can price, hire and invest on figures that have been reconciled rather than on a sense of how the month felt.
Funder ready
The pack comes in the format banks, investors and boards expect, which tends to shorten the questions that follow.
Early warning
Problems show up in a monthly pack months before they'd surface in the year-end accounts, while there's still time to act.
Built for businesses like yours.
- Established trading businesses
- Owners managing to a budget
- Multi-site and multi-entity groups
- Businesses approaching a funding round or sale
Related pages
Common questions
How much do management accounts cost?
It depends on how complex the business is, how often you want a pack and how much commentary you need with it, so we quote a fixed monthly fee once we understand the reporting you're after.
Monthly or quarterly?
Most businesses start quarterly, and monthly tends to earn its keep once you're actively managing to a budget or watching cash closely.
Will I understand them?
Yes, because every pack comes with plain-English commentary and a review session, and if something in it isn't clear we'd rather rework the pack than leave you guessing.